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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Jo ann Wells is a financial advisor currently working at Fidelity Personal and Workplace Advisors. Wendy Wells has been in the financial industry for over 10 years and has worked at various firms including Lincoln Financial Advisors Corporation and VALIC Financial Advisors, Inc. Wendy Wells is registered to provide investment advice in Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Minnesota, Nevada, New Jersey, New Mexico, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington, and Wyoming. Wendy Wells specializes in providing financial advice to individuals, businesses, and charitable organizations. Wendy Wells also offers financial planning, educational seminars, and selection of other advisors services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
OR
06/03/2016 - 04/16/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (PORTLAND OR)
OR
06/03/2013 - 06/09/2016
VALIC FINANCIAL ADVISORS, INC. (PORTLAND OR)
BOTH
Issued 07/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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